UofL Physicians

  • Manager, Patient Financial Clearance

    Job Locations US-KY-Louisville
    Job ID
    # of Openings
  • Overview


    The Manager OR/Director of Finance & Budgeting will direct the financial analysis-, budget, and strategic business development-related activities of ULP under the executive leadership of the CFO. This position will develop and maintain relationships with key stakeholders to navigate and coordinate finance activities for the organization. This person is expected to work collaboratively with the members of the senior leadership team as well as with the Chairs, and other physician leaders of the organization.



    • Act as Liaison for finance department, working directly with executives and chairs to communicate financial performance and investigate variances
    • Schedule, maintain, and develop/deploy materials for month-end meetings while identifying and solving any action items stemming from meeting
    • Partner with administration and clinics to understand, project, and plan expenses
    • Develop, upload, and check budgets for consistency and reasonableness
    • Independently identify, implement, and steer strategic initiatives that further the corporate mission, (Pediatric MOB, Business Development, Passport Initiative, etc.)
    • Perform root-cause analysis on finance-related issues and present C-level staff with variable alternatives
    • Manage Finance IT including ownership of the budget system, reporting tools, and vendor relationships
    • Help desktop support with installation of Budget Mastero, Excel add-ins, and manage SQL server credentials of budget system
    • Perform accounting journal entries as part of month-end close
    • Partner with physician leadership to steer finance-related initiatives including budget, performance, and additional needs via ad hoc analyses
    • Design and manage system-wide and year-end reporting, including
    • Perform integral, ad hoc needs for ULP finance




    • Bachelor’s degree in a finance related field required; Masters preferred.
    • Three years progressively more responsible work experience in a physician practice, medical office or ambulatory care setting required.
    • General knowledge of the healthcare system, billing processes, clinical procedures, budget preparation, staffing models, employee regulations and previous interaction with physicians in a management role
    • Exposure to an academic environment strongly desired.
    • Experience in building a finance function and the roles in that area.
    • Financial and analytical skills necessary to plan, develop and administer department budgets, evaluate and maintain standards of quality and safety, and resolve


    • Initiative, communicator, problem solver
    • Proactive - anticipates and plans for problems before they arise
    • Service Excellence – responsive, informs constituents of process, pleasant to work with, educates and provides timely, accurate information
    • Organized – manages time effectively, keeps tasks appropriately prioritized
    • Flexible – ability to change directions as needed for the good of the department or organization
    • Critical Thinking – ability to think through issues and identify appropriate options
    • Work Ethics – motivated, diligent, industrious and persistent in the workplace, stays on tasks to completion, works at a fast pace to ensure optimal efficiency
    • Understands and can formulate process flow relative to HR policy and procedures
    • Interpersonal – can build effective, strong working relationships with employees, colleagues, management and vendors through trust, communication, and credibility
    • Team – ability to work with others, serve others, help others, lead others, mentor others, take directions from others in the interest of moving process and programs forward to the desired outcome.
    • Emotional Intelligence – ability to not take issues personal, see the big picture in emotionally charged situations and respond in a mature, professional, composed manner
    • Self-Awareness – ability to reflect, understand limitations, and seek appropriate assistance and guidance
    • Judgment – exercises discretion and due diligence when making decisions and recommendations


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